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New energy sales in December: BYD 93,000 units, China's first Tesla broke 70,000

This afternoon, the Association announced the sales of new energy vehicles in December. According to the data, there are 14 enterprises with wholesale sales exceeding 10,000 vehicles, which have increased significantly over the previous period, including: BYD 93,338, Tesla China 70,847, SAIC-GM-Wuling 60,372, Great Wall Motor 20,926, Chery Automobile 20,501, Geely Automobile 16,831, Xiaopeng Automobile 16,000, SAIC Passenger Car 14,868, GAC Aian 14,500, Ideal Car 14,087, FAW-Volkswagen 11,213, There are 10,489 UNITS of NIO, 10,404 units of Changan Automobile, and 10,127 units of Hezhong Automobile.

From January to December, the retail sales of new energy vehicles were 2.989 million units, an increase of 169.1% year-on-year, setting a record for the highest sales of new energy vehicles in China. In terms of wholesale manufacturers, the wholesale of new energy passenger vehicles in The whole country from January to December was 3.312 million units, an increase of 181.0% year-on-year.

Among them, BYD and Tesla sales data are more eye-catching. BYD has earlier announced its sales in 2021, and it has successfully crowned the annual sales champion of China's new energy passenger cars with 593745 sales data, of which the cumulative sales of EV pure electricity are 320,810 units in the whole year, and the cumulative sales of DM hybrids are 272935 units in the whole year. The wholesale sales of the by-band were 93,338 units, and the terminal sales officially released by BYD were 92,823 units, an increase of 236.4% year-on-year, which is about equivalent to 6 new forces leader Xiaopeng Automobile, and Xiaopeng Automobile's sales in December were 16,000 vehicles. Although in the past, we have traditionally ranked traditional car manufacturers and new power manufacturers separately, but when more and more traditional manufacturers fully turn to electrification, I believe this difference will soon disappear.

In December, xiaopeng, ideal, Weilai, Nezha, zero run, Weima and other new forces car companies sales performance was generally better year-on-year and month-on-month, especially Xiaopeng, ideal, Weilai, Nezha exceeded 10,000 vehicles, zero run, Weima and other second echelon enterprises also quickly reached more than 5,000 monthly sales. Among the mainstream joint venture brands, The new energy vehicles of The North and South Volkswagen were wholesaled to 19,498 units, accounting for 46% of the mainstream joint venture, and Volkswagen's firm electrification transformation strategy has achieved initial results. SAIC-GM and BMW Brilliance New Energy sales have exceeded 5,000 vehicles, which is also excellent, and other joint ventures and luxury brands are still waiting to be strengthened.

New energy sales in December: BYD 93,000 units, China's first Tesla broke 70,000

Tesla's sales are also eye-catching, Tesla's Shanghai factory produced vehicles are also exported to the Eurasian market, in most of the months, Tesla's China production and sales data also includes the number of exports. According to the data of the first two quarters, in the first two months of each quarter, Tesla will use most of the vehicles for export, but in the last month of each quarter, most of these vehicles will be used to deliver to the domestic market. Taking September as an example, Tesla China's new car sales in September were 56,006, of which the number of deliveries in China was 52,153; in November, Tesla China's wholesale volume was 52,859, exporting 21,127 vehicles, accounting for about 40% of exports.

In the December sales data, Tesla sales data soared 70847 vehicles, exceeding most analysts' expectations, and in this data, the number of exports was only 245 vehicles, and domestic sales were 70602, which also means that Tesla almost all of its December sales were used to deliver to the local market, because the shorter transportation cycle created better conditions for December sales data. The bad news could be that if Tesla's delivery arrangement remains unchanged, the number of deliveries to the domestic market in the next two months will be more limited.

On January 3, Tesla announced its full-year sales figures for 2021. 930,400 units were produced in the whole year, and 936172 electric vehicles were delivered, a significant increase from 499647 vehicles in the previous year. In the global automotive industry, which was hit hard by the lack of chips in the same period, automobile production is expected to increase by only about 1% compared with 2020. Tesla rewrote some MCU control software in a matter of weeks, solving the adaptation of different chips, and the vehicle can work normally with the replacement chip. At the same time, Tesla has also streamlined the number of processors on the platform to minimize the impact of chips on production.

New energy sales in December: BYD 93,000 units, China's first Tesla broke 70,000
New energy sales in December: BYD 93,000 units, China's first Tesla broke 70,000

Pure electricity sales can compete with Tesla, or only Hongguang MINI EV. Its starting price is only 30,000 yuan, is the sales data in the more alternative existence, on the website search for "benchmark Hongguang MINI EV", you will find that there are Chery QQ ice cream, scenery MINI EV, etc., Hongguang MINI EV inadvertently has also become a model sought after by manufacturers. Its small appearance, daily urban transportation also meets the needs of most consumers, coupled with the policy of unlimited number and free parking for micro-electric vehicles, making Hongguang MINIEV durable in the electric vehicle market.

In terms of exports of other brands, the export of new energy vehicles maintained growth in December, with SAIC Passenger Vehicle exporting 5716 units, Geely Automobile 637 units, BYD 563 vehicles, and Great Wall Motors 203 vehicles. As a global brand, tesla production and sales are based on global market considerations. The market pattern it has formed is not particularly long in terms of time, unlike the traditional automotive industry, which has a hundred years of accumulation and needs the support of traditional dealer networks. It is obvious that the new domestic forces will follow up on this approach, so this will be a new competition, although for now, there are no strong competitors in the short term.

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